| Stage | KLAC | % of rev | IBM | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $4.1B | 100.00% | $17.1B | 100.00% | IBM ×4.14 |
| Gross profit | $2.6B | 61.85% | $9.7B | 56.80% | KLAC +5.1pp |
| Operating income | $1.9B | 45.01% | $3.0B | 17.48% | KLAC +27.5pp |
| Pre-tax income | $1.8B | 44.10% | $2.5B | 14.60% | KLAC +29.5pp |
| Net income | $1.5B | 37.44% | $2.2B | 12.80% | KLAC +24.6pp |
| Stage | KLAC | IBM | Gap · A − B |
|---|---|---|---|
| Revenue | $4.1B100.00% | $17.1B100.00% | IBM ×4.14 |
| Gross profit | 61.85%$2.6B | 56.80%$9.7B | KLAC +5.1pp |
| Operating income | 45.01%$1.9B | 17.48%$3.0B | KLAC +27.5pp |
| Pre-tax income | 44.10%$1.8B | 14.60%$2.5B | KLAC +29.5pp |
| Net income |
| 37.44%$1.5B |
| 12.80%$2.2B |
| KLAC +24.6pp |
No shared counterparties.